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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $261,061 | $70,366+271.0% | $66,674+291.6% | $138,895+88.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 14.70% | 386.41%-371.7pp | 321.24%-306.5pp | 145.39%-130.7pp |
| Employer contribution / active EE | $17,095 | $2,765+518.3% | $2,620+552.5% | $4,194+307.6% |
| Participant deferral / active EE | $10,341 | $4,374+136.4% | $4,084+153.2% | $6,396+61.7% |
| Admin fee / account holder | $6,827 | $5,262+29.7% | $5,098+33.9% | $12,562-45.7% |